Purchases and Sales Made in Q4 2021 in Vanguard Index Fds S&P 500 ETF (VOO)
This table provides information about the institutional ownership of Vanguard Index Fds S&P 500 ETF (VOO) during Q4 2021. The information is specifically focused on institutions that hold shares of VANGUARD INDEX FDS S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-46- 7.37% |
$18.1K - $20.2K
|
578
$319K
|
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-46- 1.17% |
$18.1K - $20.2K
|
3.89K
$2.15M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-46- 2.07% |
$18.1K - $20.2K
|
2.17K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-46- 2.26% |
$18.1K - $20.2K
|
1.99K
$1.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-48- 3.2% |
$18.9K - $21.1K
|
1.45K
$801K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-49- 12.41% |
$19.3K - $21.5K
|
346
$191K
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-50- 0.73% |
$19.7K - $22K
|
6.82K
$3.76M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-50- 3.21% |
$19.7K - $22K
|
1.51K
$833K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-52- 0.49% |
$20.5K - $22.8K
|
10.6K
$5.86M
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
SELL
|
- |
-53- 0.67% |
$20.9K - $23.3K
|
7.91K
$4.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-53- 5.26% |
$20.9K - $23.3K
|
954
$526K
|
|
|
Feb 08, 2022
Q4 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-55- 8.42% |
$21.7K - $24.1K
|
598
$330K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-55- 1.19% |
$21.7K - $24.1K
|
4.59K
$2.53M
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-55- 9.67% |
$21.7K - $24.1K
|
514
$284K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-56- 2.07% |
$22.1K - $24.6K
|
2.65K
$1.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-57- 7.99% |
$22.5K - $25K
|
656
$362K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-58- 2.04% |
$22.9K - $25.5K
|
2.79K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-58- 5.59% |
$22.9K - $25.5K
|
979
$540K
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
SELL
|
- |
-59- 4.83% |
$23.3K - $25.9K
|
1.16K
$642K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
SELL
|
- |
-60- 0.87% |
$23.7K - $26.3K
|
6.82K
$3.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-62- 1.31% |
$24.4K - $27.2K
|
4.68K
$2.58M
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-63- 3.1% |
$24.8K - $27.7K
|
1.97K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-63- 1.21% |
$24.8K - $27.7K
|
5.16K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-64- 0.17% |
$25.2K - $28.1K
|
37.7K
$20.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-66Closed |
$26K - $29K
|
0
$0
|
|
|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-68- 6.95% |
$26.8K - $29.9K
|
910
$502K
|
|
|
Jan 25, 2022
Q4 2021
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-70- 10.53% |
$27.6K - $30.7K
|
595
$328K
|
|
|
Jan 03, 2022
Q4 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-71- 2.65% |
$28K - $31.2K
|
2.61K
$1.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-71- 6.89% |
$28K - $31.2K
|
960
$530K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-71- 0.23% |
$28K - $31.2K
|
31.2K
$17.2M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-72- 2.34% |
$28.4K - $31.6K
|
3K
$1.66M
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-74- 11.4% |
$29.2K - $32.5K
|
575
$317K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-74- 4.24% |
$29.2K - $32.5K
|
1.67K
$923K
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-75- 7.2% |
$29.6K - $32.9K
|
967
$534K
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-77- 8.0% |
$30.4K - $33.8K
|
885
$488K
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-78- 0.79% |
$30.7K - $34.2K
|
9.74K
$5.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-78- 20.1% |
$30.7K - $34.2K
|
310
$171K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-79- 1.26% |
$31.1K - $34.7K
|
6.21K
$3.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-79- 5.79% |
$31.1K - $34.7K
|
1.29K
$710K
|
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-80- 0.12% |
$31.5K - $35.1K
|
65.6K
$36.2M
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-84- 1.62% |
$33.1K - $36.9K
|
5.11K
$2.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-85- 1.43% |
$33.5K - $37.3K
|
5.85K
$3.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-86Closed |
$33.9K - $37.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
SELL
|
- |
-86- 3.15% |
$33.9K - $37.8K
|
2.65K
$1.46M
|
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-88- 6.51% |
$34.7K - $38.6K
|
1.26K
$697K
|
|
|
Feb 07, 2022
Q4 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-90- 4.32% |
$35.5K - $39.5K
|
1.99K
$1.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-91- 0.31% |
$35.9K - $39.9K
|
29.1K
$16.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-92- 3.41% |
$36.3K - $40.4K
|
2.61K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-92- 1.65% |
$36.3K - $40.4K
|
5.48K
$3.03M
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-93- 3.62% |
$36.7K - $40.8K
|
2.48K
$1.37M
|